Resource Hub Guides | Finix

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EBook

2025 State of Embedded Payments Report
Embedded payments are no longer just a utility. According to EY and Finix's 2025 State of Embedded Payments Report, they're now a powerful growth engine, unlocking new revenue streams and driving customer engagement. By integrating financial services into non-financial platforms, businesses are transforming industries and shaping the future of commerce.

Guide

Published April 18, 2024
Best Tools for Managing Payment Disputes: A Merchant’s Guide (Featuring Finix)
No matter the industry, no merchant can evade the dreaded chargeback. At least not completely. Luckily, there are ways to reduce your losses. In this guide, I’ll teach you some insider tips and strategies for managing disputes effectively.

Guide

Published November 16, 2023
Comparing the Top E-Commerce Payment Platforms: Finix and Beyond
Learn about the unique payment solutions every e-commerce business needs to maximize revenue and create better customer experiences.

Guide

Published November 29, 2022
Top Tools to Power Payments in Your SaaS Business (Including Finix)
If you’re looking for new ways to scale your platform, you’re in the right spot. While most payments advice given to SaaS companies revolves around subscription billing, there’s more ways to earn additional revenue than that. In this guide, you’ll learn about lesser-known payment strategies that can increase your bottom line and put you in control.

Guide

Published November 1, 2022
How Payment Processing Fees Stack Up Across Top Payment Platforms
You know you pay fees to have payments processed, but where are those fees going?

Guide

Published October 11, 2022
How to Accept Payments Online: A Step-by-Step Guide to The Merchant Onboarding Process
Getting approved to accept payments is not just a formality. It is a review process that determines whether your business can process payments, how quickly you get paid, and what fees you are charged. For small and medium-sized businesses (SMBs), onboarding is often where delays and confusion start. Requirements are not always clear, timelines vary, and missing information can slow everything down. In many cases, delays are not caused by your business, but by fragmented systems, manual reviews, and disconnected verification steps behind the scenes. This guide breaks down how the merchant onboarding process works, who is involved, and what you need to prepare before you apply.

Guide

Published August 11, 2022
Payment Facilitators vs. Traditional Processors: Which Model Fits Your Business?
Payment facilitators are an important part of the modern payments stack, but what do they actually do?

Guide

Published June 28, 2022
Payment gateways explained: How they work, costs, types, and how to choose
A payment gateway is the technology that encrypts your customer’s card data at checkout and transmits it to the payment processor for authorization. The gateway you choose is part of a much larger infrastructure decision that affects your payment costs, checkout experience, account stability, and long-term control over customer payment data. As more businesses move online and expand across channels, payment gateways have become a critical part of how merchants manage revenue and customer transactions. The global payments industry is now a roughly $2.5 trillion revenue market, projected to approach $3 trillion by 2029. Modern payment gateways do more than process online checkouts. They help merchants securely accept payments across websites, mobile apps, invoices, payment links, subscriptions, and in-person transactions while maintaining PCI DSS compliance and reducing fraud risk. Finix is a certified direct processor that includes a built-in gateway, meaning merchants use a single system for both payment processing and secure payment data transmission. Businesses can start with no-code tools like payment links, virtual terminals, and ecommerce plugins, then expand into API-based integrations when needed. This guide explains what payment gateways are, how they work, the different types of gateways available, what they cost, and what merchants should consider when choosing a provider.

Guide

Published August 30, 2021
Top Payment Processors for Businesses: What to Consider Before You Choose
Does your software company want to turn payments processing into a profit center? Our guide on the subject will help you find the payments partner to make it happen.

Guide

Published March 15, 2021
Payments Compliance 101: What Every Business Needs to Know
Payments compliance is an area filled with organizations and acronyms. Let’s break down what these acronyms stand for and what they actually do to reduce risk for platforms and merchants.

Guide

Published October 8, 2020
Comparing Top Integrated Payments Platforms for Seamless Transactions
Integrating payments with a technology partner means you get all the benefits of bringing payments in-house without having to build them yourself.